Bell Investment Advisors’s Acuity Brands AYI Stock Holding History

Bell Investment Advisors’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2K	Hold	40	–	–	﹤0.01%	635
2025 Q4	$14.4K	Hold	40	–	–	﹤0.01%	561
2025 Q3	$13.8K	Hold	40	–	–	﹤0.01%	528
2025 Q2	$11.9K	Sell	40 -2	-5%	-$518	﹤0.01%	609
2025 Q1	$11.1K	Sell	42 -3	-7%	-$907	﹤0.01%	567
2024 Q4	$13.1K	Sell	45 -14	-24%	-$4.37K	﹤0.01%	500
2024 Q3	$16.2K	Hold	59	–	–	﹤0.01%	445
2024 Q2	$14.2K	Buy	59 +10	+20%	+$2.56K	﹤0.01%	481
2024 Q1	$13.2K	Buy	49 +2	+4%	+$484	﹤0.01%	488
2023 Q4	$9.63K	Buy	47 +6	+15%	+$1.08K	﹤0.01%	577
2023 Q3	$6.98K	Sell	41 -1	-2%	-$163	﹤0.01%	649
2023 Q2	$6.85K	Buy	42 +7	+20%	+$1.12K	﹤0.01%	664
2023 Q1	$6.4K	Buy	35 +6	+21%	+$1.11K	﹤0.01%	663
2022 Q4	$4.8K	Buy	29 +4	+16%	+$710	﹤0.01%	839
2022 Q3	$4K	Buy	25 +4	+19%	+$676	﹤0.01%	752
2022 Q2	$3K	Buy	+21	New	+$3.56K	﹤0.01%	896
2021 Q4	$6K	Buy	26 +5	+24%	+$1.03K	﹤0.01%	654
2021 Q3	$4K	Buy	+21	New	+$3.68K	﹤0.01%	770

Other funds holding AYI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return